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Travelers Companies, Inc.

TRV
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0000086312

In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,868 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.

Q4 2022 vs. Q3 2022

How the institutions holding Travelers Companies, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of TRV: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,204221,303+121
Shares193.5M644.9K191.8M−1.07M (−0.6%)
Value$29.7B$98.9M$36.0B+$6.40B (+21.6%)

22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (203)

Institutions that held Travelers Companies, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 203 by value.

Institutions new to TRV in Q4 2022
InstitutionSharesValue% of portfolio
Junto Capital Management LP581,129$109.0M3.09%
Cornerstone Investment Partners, LLC200,200$37.5M2.41%
CI Private Wealth, LLC182,327$34.2M0.12%
Retirement Systems of Alabama141,176$26.5M0.12%
Braun Stacey Associates Inc112,029$21.0M1.20%
Brookfield Asset Management Inc.101,625$19.1M0.07%
Element Capital Management LLC75,689$14.2M8.42%
Applied Finance Capital Management, LLC74,470$14.0M1.82%
Two Sigma Investments, LP40,844$7.66M0.02%
Aigen Investment Management, LP34,852$6.53M0.92%
tru Independence LLC33,114$6.21M2.01%
Garland Capital Management Inc32,950$6.18M4.03%
Koshinski Asset Management, Inc.31,794$5.96M0.58%
Peregrine Asset Advisers, Inc.30,225$5.67M6.02%
Talbot Financial, LLC29,380$5.51M1.13%
Maryland State Retirement & Pension System18,381$3.45M0.10%
Agf Management Ltd18,156$3.40M0.02%
Applied Capital LLC17,322$3.25M3.24%
Renaissance Technologies LLC16,900$3.17M0.00%
Verdence Capital Advisors LLC16,276$3.05M0.38%
Investment Management Corp of Ontario15,602$2.93M0.14%
Left Brain Wealth Management, LLC15,076$2.83M2.12%
Wellington Management Group LLP14,560$2.73M0.00%
FORA Capital, LLC14,428$2.71M0.44%
SYSTM Wealth Solutions LLC13,779$2.58M0.32%
Eagle Rock Investment Company, LLC13,173$2.52M0.58%
Compass Wealth Management LLC12,666$2.37M0.78%
Connectus Wealth, LLC12,071$2.27M0.06%
La Banque Postale Asset Management SA11,689$2.19M0.06%
Jefferies Financial Group Inc.9,946$1.86M0.03%
Waratah Capital Advisors Ltd.9,413$1.76M0.11%
Banque Pictet & Cie SA8,848$1.66M0.02%
Comerica Securities,inc.8,760$1.64M0.12%
Allstate Investment Management Co8,642$1.62M0.05%
Bleakley Financial Group, LLC8,637$1.62M0.06%
Members Capital Advisors Inc8,083$1.52M1.09%
Pensionfund Sabic8,000$1.50M0.49%
Northern Financial Advisors Inc6,235$1.17M1.32%
Verity & Verity, LLC6,115$1.15M0.15%
MB, Levis & Associates, LLC5,934$1.11M0.87%
Worldquant Millennium Advisors LLC5,898$1.11M0.03%
Pendal Group Limited5,653$1.06M0.01%
Cognios Beta Neutral Large Cap Fund, LP5,518$1.03M0.99%
Centiva Capital, LP4,795$899.0K0.07%
Van Hulzen Asset Management, LLC4,491$842.0K0.10%
Prostatis Group LLC4,476$839.2K0.51%
Paradigm Asset Management Co LLC4,400$825.0K0.23%
Pzena Investment Management LLC4,354$816.3K0.00%
Forza Wealth Management, LLC4,090$766.8K0.51%
Beaumont Financial Advisors, LLC3,890$729.4K0.07%
Coldstream Capital Management Inc3,819$716.0K0.03%
True North Advisors, LLC3,625$679.7K0.23%
Virtu Financial LLC3,540$664.0K0.09%
Two Sigma Securities, LLC3,527$661.3K0.09%
DoubleLine ETF Adviser LP3,311$620.8K0.32%
Meeder Advisory Services, Inc.2,984$559.5K0.07%
DFPG Investments, LLC2,898$555.3K0.09%
Flynn Zito Capital Management, LLC2,934$550.1K0.46%
Gyroscope Capital Management Group, LLC2,838$532.1K0.16%
Sound View Wealth Advisors Group, LLC2,747$523.3K0.06%
Paloma Partners Management Co2,721$510.2K0.11%
Neo Ivy Capital Management2,634$494.0K0.33%
International Assets Investment Management, LLC2,561$480.1K0.05%
Jeppson Wealth Management, LLC2,495$467.8K0.20%
Beacon Investment Advisors LLC2,462$461.6K0.39%
ISAM Funds (UK) Ltd2,440$457.5K1.37%
Nomura Holdings Inc2,495$456.0K0.00%
Kathmere Capital Management, LLC2,216$415.5K0.07%
Level Four Advisory Services, LLC2,137$400.7K0.03%
Beverly Hills Private Wealth, LLC2,128$399.0K0.17%
Ridgecrest Wealth Partners, LLC2,065$387.2K0.29%
Nwam LLC1,861$348.9K0.03%
EP Wealth Advisors, LLC1,772$332.2K0.01%
Simmons Bank1,740$326.2K0.03%
Peachtree Investment Partners, LLC1,740$326.2K0.20%
Sage Rhino Capital LLC1,670$313.1K0.10%
Claro Advisors LLC1,652$309.7K0.10%
First Affirmative Financial Network1,651$309.6K0.37%
New Hampshire Trust1,601$300.2K0.08%
D'Orazio & Associates, Inc.1,588$297.7K0.07%
Randolph Co Inc1,577$295.7K0.05%
Meridian Wealth Management, LLC1,573$294.8K0.03%
Linscomb & Williams, Inc.1,548$290.2K0.01%
Monument Capital Management1,518$284.7K0.10%
Carr Financial Group Corp1,517$284.4K0.15%
Edgestream Partners, L.P.1,515$284.0K0.03%
Vise Technologies, Inc.1,447$271.3K0.08%
Crawford Investment Counsel Inc1,432$268.5K0.01%
Great Waters Wealth Management1,357$258.8K0.06%
Schear Investment Advisers, LLC1,373$257.4K0.32%
Rehmann Capital Advisory Group1,372$257.3K0.03%
Mutual Advisors, LLC1,369$256.6K0.01%
Blueprint Investment Partners LLC1,350$253.1K0.05%
Delta Financial Group, Inc.1,325$252.0K0.11%
WSFS Capital Management, LLC1,338$250.9K0.03%
Legacy Trust1,303$244.3K0.08%
Sippican Capital Advisors1,300$244.0K0.23%
Warren Averett Asset Management, LLC1,290$241.9K0.01%
Congress Wealth Management LLC1,290$241.9K0.01%
Live Oak Private Wealth LLC1,286$241.1K0.05%

Sold out (82)

Institutions that held Travelers Companies, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of TRV in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Hotchkis & Wiley Capital Management LLC210,885$32.3M
ProShare Advisors LLC200,218$30.7M
Twinbeech Capital LP156,875$24.0M
ExodusPoint Capital Management, LP84,426$12.9M
HRT Financial LP78,703$12.1M
Robeco Schweiz AG63,199$9.68M
Tudor Investment Corp Et Al62,896$9.64M
Engineers Gate Manager LP31,610$4.84M
Sepio Capital, LP26,915$4.12M
Holocene Advisors, LP25,956$3.98M
Duality Advisers, LP20,856$3.19M
Richard Bernstein Advisors LLC19,406$2.97M
Teza Capital Management LLC19,390$2.97M
Verition Fund Management LLC16,870$2.58M
OPSEU Pension Plan Trust Fund15,577$2.42M
Schonfeld Strategic Advisors LLC12,815$1.96M
Capula Management Ltd12,327$1.89M
Stoneridge Investment Partners LLC11,525$1.77M
Dynamic Technology Lab Private Ltd10,609$1.63M
AlphaCrest Capital Management LLC8,385$1.28M
Prelude Capital Management, LLC8,149$1.25M
Aquatic Capital Management LLC7,600$1.16M
Mirabella Financial Services LLP6,556$1.01M
Studio Investment Management LLC5,968$914.3K
MUFG Americas Holdings Corp5,187$795.0K
XTX Topco Ltd5,016$768.0K
Wolverine Trading, LLC4,822$746.0K
Samson Rock Capital LLP4,296$658.0K
MQS Management LLC3,989$611.0K
Tradewinds, LLC.3,839$588.0K
CAPROCK Group, Inc.3,606$552.0K
Cresset Asset Management, LLC3,373$516.0K
Shilanski & Associates, Inc.3,303$506.0K
Quantamental Technologies LLC3,246$497.0K
Magnetar Financial LLC3,201$490.0K
Bridgefront Capital, LLC3,042$466.0K
Meeder Asset Management Inc2,902$445.0K
Northcape Wealth Management, LLC2,700$414.0K
Shepherd Kaplan Krochuk, LLC2,300$352.0K
Grantham, Mayo, Van Otterloo & Co. LLC2,073$318.0K
1620 Investment Advisors, Inc.2,039$312.0K
Graham Capital Management, L.P.2,017$309.0K
Maven Securities LTD2,011$308.0K
Kornitzer Capital Management Inc2,000$306.0K
Karp Capital Management Corp1,949$299.0K
Buckingham Strategic Partners1,950$299.0K
LGL Partners, LLC1,946$298.0K
Boothbay Fund Management, LLC1,923$295.0K
Financial Advocates Investment Management1,913$292.0K
Menard Financial Group LLC1,741$267.0K
Fox Run Management, L.L.C.1,730$265.0K
Capstone Investment Advisors, LLC1,555$238.0K
Oak Thistle LLC1,487$228.0K
Stanley-Laman Group, Ltd.1,376$211.0K
Cypress Capital Management LLC1,338$205.0K
RMB Capital Management, LLC1,331$204.0K
Vantage Consulting Group Inc1,334$204.0K
Syntax Advisors, LLC1,334$204.0K
New England Asset Management Inc847$130.0K
Point72 Hong Kong Ltd836$128.0K
Providence First Trust Co572$88.0K
Howe & Rusling Inc530$81.0K
O'Dell Group, LLC508$78.0K
Evoke Wealth, LLC502$77.0K
GPS Wealth Strategies Group, LLC448$69.0K
Financial Enhancement Group LLC382$59.0K
Castleview Partners, LLC388$59.0K
CVA Family Office, LLC367$56.0K
Standard Family Office LLC250$38.0K
Hudock, Inc.143$21.0K
Burleson & Company, LLC106$16.0K
Cutler Group LP100$15.0K
Karlinski Andrew C100$15.0K
Wagner Wealth Management, LLC91$14.0K
Axiom Investment Management LLC56$9.00K
Benson Investment Management Company, Inc.56$9.00K
Mizuho Securities Co. Ltd.50$8.00K
Private Ocean, LLC22$3.00K
Ten Capital Wealth Advisors, LLC19$3.00K
Ellis Investment Partners, LLC18$2.00K
Resolute Partners Group6$1.00K
Bellwether Advisors, LLC3$0

Not filed for Q4 2022 yet (22)

Institutions that held Travelers Companies, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management460,565$70.6M
Regentatlantic Capital LLC54,348$8.33M
Surevest, LLC24,686$3.78M
Dowling & Yahnke LLC21,352$3.27M
Jefferies Group LLC12,473$1.91M
WBH Advisory Inc10,532$1.61M
BTR Capital Management Inc10,470$1.60M
AGF Investments LLC10,322$1.58M
Corient Capital Partners, LLC5,841$988.0K
Corsicana & Co.6,224$954.0K
Redpoint Investment Management Pty Ltd5,450$835.0K
American Portfolios Advisors4,064$622.6K
Beaumont Financial Partners, LLC3,882$595.0K
Balasa Dinverno & Foltz LLC3,697$566.0K
Wipfli Financial Advisors LLC,2,490$381.0K
Doyle Wealth Management2,195$336.0K
55I, LLC2,113$323.0K
First Farmers & Merchants Bank / Trust1,707$262.0K
Budros, Ruhlin & Roe, Inc.1,591$244.0K
FourThought Financial, LLC774$119.0K
Covington Capital Management109$17.0K
USA Financial Portformulas Corp1$0